Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jana? Claim Your ProfileJana Basden is a financial advisor with Edward Jones. Jana has over 30 years of experience in the financial services industry. Jana is registered to provide investment advice in Oregon and Texas. Jana's experience includes working with a variety of clients, including individuals, families, businesses, and retirement plans. Jana is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OR
10/28/2021 - Present
Edward Jones (ALBANY OR)
OR
06/30/2006 - 06/10/2016
AMERITAS INVESTMENT CORP. (PORTLAND OR)
OR
12/16/2003 - 06/30/2006
CARILLON INVESTMENTS, INC. (PORTLAND OR)
NE
12/06/2002 - 09/08/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MA
05/21/2001 - 01/28/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
OH
05/14/1999 - 11/06/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
05/15/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
MN
06/17/1997 - 05/07/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
OR
07/09/1996 - 06/04/1997
BIDWELL & COMPANY (PORTLAND OR)
CA
10/24/1995 - 06/13/1996
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
OR
08/23/1990 - 07/07/1995
BIDWELL & COMPANY (PORTLAND OR)
TX
08/21/1985 - 07/26/1990
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 06/22/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jana Basden is the right advisor for you? Invested Better is here to help.
